Rapid7, Inc. (RPD) Stock Price & Analysis
Rapid7, Inc. (RPD) closed at USD 17.68 on Wednesday, October 28, 2026, up 0.45% on the day. The US market is currently closed (after-hours); this is not a live price.
The prior close was USD 17.6; the Oct 28, 2026 session ranged USD 17.28–18.56 on volume of 2,675,690 shares. Market capitalization is $1.19B, with a 52-week range of USD 4.97–18.82 (NGM). Source: Nexqual, retrieved October 28, 2026 at 21:46 UTC.
Also available as compact Markdown for AI agents: nexqual.com/RPD.md
Key facts (RPD)
- Last four reported quarters (through Jun 30, 2026): revenue $856M, net income $20.1M (2.4% margin), free cash flow $145M (SEC filings).
- Valuation: P/E 59.2x (avg 70.9x at the last 2 fiscal year-ends), EV/EBITDA 20.6x, net cash $407M.
- Insider open-market sales, last ~7 months: 1 Form 4 filings, $5K; 0 not under a Rule 10b5-1 plan ($0K); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 3.24 on a 1–5 scale) (25 analysts), mean target USD 12.17 (range 9–16).
- Total return with dividends: 1Y -3.3% vs S&P 500 +13.6%; 5Y -86.3% vs S&P 500 +79.8%.
- Next earnings: 2026-11-04, EPS estimate USD 0.48, revenue estimate $209M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (RPD)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $535M | $685M | $778M | $844M | $860M | $856M |
| Gross profit | $366M | $471M | $546M | $593M | $605M | — |
| Operating income | -$120M | -$112M | -$84.3M | $35.0M | $11.6M | $10.6M |
| Net income | -$146M | -$125M | -$153M | $25.5M | $23.4M | $20.1M |
| EPS (diluted) | -$2.65 | -$2.13 | -$2.52 | $0.40 | $0.36 | — |
| Free cash flow | $44.9M | $57.8M | $99.9M | $168M | $146M | $145M |
| Gross margin | 68.4% | 68.7% | 70.2% | 70.3% | 70.3% | — |
| Operating margin | -22.4% | -16.3% | -10.8% | 4.2% | 1.3% | 1.2% |
| Net margin | -27.3% | -18.2% | -19.6% | 3.0% | 2.7% | 2.4% |
| Revenue growth | +30.1% | +28.0% | +13.5% | +8.5% | +1.9% | — |
| Cash + short-term investments | $223M | $291M | $383M | $522M | $475M | — |
| Total debt | $812M | $816M | $930M | $888M | $892M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (RPD)
P/E 59.2x · P/S 1.4x · EV/EBITDA 20.6x · EV/Sales 0.9x · P/FCF 8.2x · P/B 6.1x · FCF yield 12.15% · Earnings yield 1.69% · Net cash $407M · EV $785M
P/E at fiscal year-ends: Dec 2025 42.3x, Dec 2024 99.6x.
Insider sales (SEC Form 4, open-market, last ~7 months) (RPD)
1 of 1 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Murphy Scott M | Chief Accounting Officer | 827 | $5K | 2% | Yes | Too little history (no open-market trades in 2023 or 2024) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (RPD)
Consensus Hold (mean 3.24 on a 1–5 scale), 25 analysts; mean target USD 12.17 (low 9, high 16).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | Mizuho | Target raised | Neutral | $11 → $13 |
| 2026-09-15 | JP Morgan | Downgrade | Neutral → Underweight | $12 |
| 2026-08-12 | Susquehanna | Target raised | Neutral | $7 → $15 |
| 2026-08-12 | Canaccord Genuity | Target raised | Hold | $7 → $14 |
| 2026-08-11 | UBS | Target raised | Neutral | $7 → $12 |
| 2026-08-11 | Stifel | Target raised | Hold | $7 → $13 |
| 2026-08-11 | DA Davidson | Target raised | Underperform | $5.25 → $9 |
| 2026-08-11 | RBC Capital | Target raised | Sector Perform | $11 → $12 |
| 2026-08-11 | Scotiabank | Target raised | Sector Perform | $7 → $10.15 |
| 2026-08-11 | JP Morgan | Target raised | Neutral | $7 → $12 |
| 2026-08-11 | Barclays | Target raised | Underweight | $6.5 → $12 |
| 2026-08-11 | Piper Sandler | Target raised | Neutral | $8 → $12 |
Total return (dividends reinvested) (RPD)
| 1Y (from 2025-10-29) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | -3.3% | -86.3% |
| S&P 500 (SPY) | +13.6% | +79.8% |
| Per year | -3.3% | -32.7% |
| Volatility (annualized) | 84.5% | 62.3% |
| Max drawdown | -73.0% (Nov 2025→Apr 2026) | -96.3% (Nov 2021→Apr 2026) |
RPD earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| Aug 10, 2026 | Quarter ended Jun 30, 2026 | $0.44 | $0.35 | Beat +25.7% | +15.6% |
| May 5, 2026 | Quarter ended Mar 31, 2026 | $0.36 | $0.30 | Beat +20.0% | +1.2% |
| Feb 10, 2026 | Quarter ended Dec 31, 2025 | $0.44 | $0.42 | Beat +4.8% | -31.4% |
| Nov 4, 2025 | Quarter ended Sep 30, 2025 | $0.57 | $0.46 | Beat +23.9% | -23.7% |
| Aug 7, 2025 | — | — | — | — | -10.6% |
| May 12, 2025 | — | — | — | — | -2.3% |
| Feb 12, 2025 | — | — | — | — | -8.2% |
| Nov 6, 2024 | — | — | — | — | +2.9% |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).
RPD recent SEC filings (last 120 days)
| Filed | Form | What it says |
|---|---|---|
| Aug 31, 2026 | 8-K | Director or executive officer change, or pay arrangement “Director Resignations On August 27, Michael Burns, Benjamin Holzman, Thomas Schodorf and Reeny Sondhi notified the Board of Directors (the "Board") of Rapid7, Inc. (the "Company") of their respective decisions to resign from the Board and each committee of the Board on which they serve, in each case effective as of August 27, 2026. The resignations were not the result of any disagreement with the Company on any matter relating to the Company's operations, policies or practices. In connection with the resignations,…” |
| Aug 10, 2026 | 10-Q | Quarterly report · period ended Jun 30, 2026 |
| Aug 10, 2026 | 8-K | Quarterly results; Exit or restructuring costs (layoffs, closures) “On August 7, 2026 , the board of directors of the Company approved a restructuring plan that is designed to simplify the Company's operations, align resources and investments with its core platform, and create capacity to reinvest in capabilities and solutions that improve the customer experience and strengthen the Company's competitive position (collectively, the " 2026 Restructuring Plan "). The 2026 Restructuring Plan includes a reduction of the Company's workforce by approximately 12%. The Company estimates…” |
| Jul 31, 2026 | Schedule 13G/A | Vanguard Portfolio Management: 6.6% of shares, passive 5%+ holder (amended) |
Source: SEC EDGAR. Quotes are the opening words of each item as filed; each form links to the filing. Insider Form 4 filings are listed in the insider sections.
RPD revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Product subscriptions | $205.1M | 97.2% | -1.5% |
| Professional services | $5.8M | 2.8% | -4.3% |
| Total revenue | $210.9M | 100% | — |
RPD revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $147.1M | 69.8% | -4.0% |
| Rest of world | $63.8M | 30.2% | +4.5% |
| Total revenue | $210.9M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
RPD suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | ServiceNow (NOW) | “Recent technology alliances that drive this experience include ServiceNow, Microsoft, AWS, GCP and Palo Alto Networks.” |
| Partner | Microsoft (MSFT) | “Recent technology alliances that drive this experience include ServiceNow, Microsoft, AWS, GCP and Palo Alto Networks.” |
| Partner | Amazon (AMZN) | “Recent technology alliances that drive this experience include ServiceNow, Microsoft, AWS, GCP and Palo Alto Networks.” |
Quoted from the company's 10-K filed Feb 19, 2026.
RPD company outlook (results filed Aug 10, 2026)
- “Guidance for the third quarter 2026 and full-year 2026 does not include any potential impact of foreign exchange gains or losses.”
Quoted word-for-word from the SEC 8-K results press release.
RPD analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.48 | $0.00 | +$0.48 | $209.3M | 24 |
| Next quarter (ends Dec 2026) | $0.55 | $0.00 | +$0.55 | $209.4M | 24 |
| Current fiscal year (ends Dec 2026) | $1.83 | $0.00 | +$1.83 | $839.2M | 24 |
| Next fiscal year (ends Dec 2027) | $2.03 | $0.00 | +$2.03 | $843.0M | 24 |
RPD options: expected move
Options price a move of about ±23.0% (±$4.10) by Nov 20, 2026, which includes earnings on Nov 4, 2026. Over the last 8 reports the stock moved ±12% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 23 | 114.2% | ±23.0% |
| Dec 18, 2026 | 51 | 113.9% | ±33.8% |
| Jan 15, 2027 | 79 | 95.8% | ±35.2% |
| Feb 19, 2027 | 114 | 91.4% | ±40.3% |
| May 21, 2027 | 205 | 85.9% | ±49.9% |
30-day implied volatility 108.1% vs 79.6% realized over the last 30 trading days. Put/call ratio (volume) 0.72. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 28, 2026 at 21:46 UTC)
| Price | USD 17.68 |
|---|---|
| Change | ▲ 0.45% (up) |
| Previous Close | USD 17.6 |
| Open | USD 17.49 |
| Day Range | USD 17.28 – 18.56 |
| 52-Week Range | USD 4.97 – 18.82 |
| Volume | 2,675,690 shares |
| Market Cap | $1.19B |
| Exchange | NGM |
Technical Analysis (RPD)
Nexqual's technical model rates RPD "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 28, 2026 at 21:46 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 77.75 (overbought) |
| vs SMA50 | Above (USD 12.7) |
| MACD | 1.23 (positive) |
Analyst Ratings (RPD)
Wall Street analysts rate RPD "Hold" based on 25 analysts, with a mean price target of USD 12.17 (range USD 9–16), per Nexqual as of October 28, 2026 at 21:46 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 25 |
| Mean Target | USD 12.17 |
| High Target | USD 16 |
| Low Target | USD 9 |
| Buy / Hold / Sell | 2 / 17 / 6 |
Earnings (RPD)
| Next Earnings Date | 2026-11-04 |
|---|---|
| EPS Estimate | USD 0.48 |
| Revenue Estimate | $209.27M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.44 vs est 0.35 ▲ beat |
| 2026-03-31 | USD 0.36 vs est 0.3 ▲ beat |
| 2025-12-31 | USD 0.44 vs est 0.42 ▲ beat |
| 2025-09-30 | USD 0.57 vs est 0.46 ▲ beat |
Source: Nexqual, October 28, 2026 at 21:46 UTC.
Financials & Fundamentals (RPD)
| Total Revenue | $855.92M |
|---|---|
| Revenue Growth (latest quarter, YoY) | -1.50% |
| Gross Margin | +69.30% |
| Operating Margin | +2.27% |
| Profit Margin | +2.35% |
| ROE | +14.03% |
| Debt / Equity | 4.89 |
| Current Ratio | 0.8 |
| Total Cash | $702.58M |
| Total Debt | $961.65M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $144.81M (16.9% of revenue) |
Source: Nexqual, October 28, 2026 at 21:46 UTC.
Financial Health Score (RPD)
Nexqual rates Rapid7, Inc.'s overall financial health "Mixed" across five dimensions, as of October 28, 2026 at 21:46 UTC.
| Growth | Mixed — Revenue +1.9% YoY (annual), slow |
|---|---|
| Profitability | Strong — Gross margin 69%, operating 1% (last 4 quarters to Jun 2026, SEC) |
| Balance Sheet | Critical — $703M cash and investments vs $296M debt (Jun 2026, SEC), net cash |
| Cash Flow | Strong — FCF $145M (last 4 quarters to Jun 2026, SEC), 17% margin |
| Efficiency | Mixed — ROE 10%, ROA 1.2% (last 4 quarters, SEC) |
Ownership (RPD)
| Insider Ownership | +4.17% |
|---|---|
| Institutional Ownership | +111.63% |
| Shares Outstanding | 67.40M |
| Float | 59.34M |
| Short % of Float | +12.78% |
Source: Nexqual, October 28, 2026 at 21:46 UTC.
Leadership (RPD)
Rapid7, Inc. is led by Wael Mohamed, CEO & Director, per Nexqual as of October 28, 2026 at 21:46 UTC.
| CEO & Director | Wael Mohamed |
|---|---|
| Executive Chairman | Corey E. Thomas |
| Chief Financial Officer | Rafeal Edgar Brown |
| Chief Product & Technology Officer | Dejan Deklich |
| Vice President of Investor Relations | Matthew Ryan Wells |
Major Backers & Investors (RPD)
Notable institutional backers of Rapid7, Inc. include Jana Partners Management, Lp, UBS Group AG, Two Sigma Investments, LP, according to Nexqual as of October 28, 2026 at 21:46 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Jana Partners Management, Lp | 10.01% |
| UBS Group AG | 6.02% |
| Two Sigma Investments, LP | 4.03% |
| Acadian Asset Management. LLC | 3.52% |
| AQR Capital Management, LLC | 2.83% |
| GLOBAL X FUNDS-Global X Cybersecurity ETF | 2.57% |
| Goldman Sachs | 2.5% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 13.37% |
| Vanguard Group | 10.06% |
| State Street | 3.74% |
Source: Nexqual, October 28, 2026 at 21:46 UTC.
From Rapid7, Inc.'s Latest SEC 10-K Filing (filed 2026-02-19)
Key Strengths & Strategy (as disclosed to the SEC)
- We will continue to invest in partner models that enable us to create long term customer value. •Managed Security Service Providers ("MSSPs"): Our platform products enable MSSPs to expand existing services to include detection and response (XDR/SIEM/MDR), vulnerability management, cloud security, threat intelligence, and application security.
- As of December 31, 2025, we had more than 11,500 customers in 150 countries, including 36% of the organizations in the Fortune 100.
- Although we rely on intellectual property rights, including trade secrets, patents, copyrights and trademarks, as well as contractual protections to establish and protect our proprietary rights, we believe that factors such as the technological and creative skills of our personnel, creation of new modules, features and functionality, and frequent enhancements to our solutions are more essential to establishing and maintaining our technology leadership position.
- Enriched by years of industry-leading risk research and managed services expertise, our integrated AI-driven platform replaces reactive security with a preemptive, risk-aware approach that reduces attack surfaces and enables faster, more confident response through contextually rich insights and deep operational visibility.
Partnerships
- We have established strong co-sell relationships with strategic channel partners, who provide additional leverage through customer acquisition, deal execution and providing value in securing renewals.
Legal & Regulatory Risks (Item 1A, quoted)
- Failure to protect our proprietary technology and intellectual property rights could substantially harm our business and operating results.
- We may not be successful in our initiatives that utilize AI, which could adversely affect our business, reputation, or financial results.
- Our products contain third-party open source software components, and our failure to comply with the terms of the underlying open source software licenses could restrict our ability to sell our products.
- We are subject to governmental export and import controls that could impair our ability to compete in international markets and/or subject us to liability if we are not in compliance with applicable laws.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| DLO | DLocal Limited | USD 13.77 | ▼ 1.99% |
| BLSH | Bullish | USD 28.73 | ▼ 0.73% |
| CORZ | Core Scientific, Inc. | USD 15 | ▲ 5.15% |
| RELY | Remitly Global, Inc. | USD 24.27 | ▲ 0.25% |
| TENB | Tenable Holdings, Inc. | USD 48.72 | ▲ 0.14% |
| MBGL | Mobility Global Inc. | USD 18.33 | ▲ 0.71% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 28, 2026 at 21:46 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt